13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001965542-25-000007
Total Value
$175.5M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Blackline Inc | BL | 568,804 | $32.2M | 18.35% |
| 2 | PagerDuty Inc | PD | 976,924 | $14.9M | 8.50% |
| 3 | Celestica Inc | CLS | 84,000 | $14.0M | 7.96% |
| 4 | Clearwater Analytics Holdings Inc | CWAN | 524,244 | $11.5M | 6.55% |
| 5 | Five9 Inc | FIVN | 399,717 | $10.6M | 6.03% |
| 6 | Broadcom Inc | AVGO | 34,000 | $9.4M | 5.34% |
| 7 | SimilarWeb Ltd | SMWB | 1,116,343 | $8.8M | 4.99% |
| 8 | Mastercard Incorporated | MA | 14,000 | $7.9M | 4.48% |
| 9 | Fiserv Inc | FISV | 45,000 | $7.8M | 4.42% |
| 10 | Axon Enterprise Inc | AXON | 8,500 | $7.0M | 4.01% |
| 11 | Autozone Inc | AZO | 1,700 | $6.3M | 3.60% |
| 12 | Meta Platforms Inc | META | 8,000 | $5.9M | 3.36% |
| 13 | Cognyte Software Ltd | CGNT | 545,032 | $5.0M | 2.87% |
| 14 | Churchill Downs Inc | CHDN | 47,000 | $4.7M | 2.70% |
| 15 | Avepoint Inc | AVPT | 215,384 | $4.2M | 2.37% |
| 16 | Snowflake Inc | SNOW | 18,000 | $4.0M | 2.29% |
| 17 | N-able Inc | NABL | 445,534 | $3.6M | 2.06% |
| 18 | Modine MFG Co | 607828100 | 34,000 | $3.3M | 1.91% |
| 19 | JD.com Inc | JDCMF | 95,000 | $3.1M | 1.77% |
| 20 | OneSpan Inc | OSPN | 170,000 | $2.8M | 1.62% |
| 21 | Ziff Davis Inc | ZD | 86,000 | $2.6M | 1.48% |
| 22 | Cintas Corp | CTAS | 10,000 | $2.2M | 1.27% |
| 23 | Cellebrite DI Ltd | CLBT | 132,210 | $2.1M | 1.21% |
| 24 | Jamf Holding Corp | 47074L105 | 93,402 | $888,253 | 0.51% |
| 25 | Blackline Inc | BL | 307 | $240,144 | 0.14% |
| 26 | PagerDuty Inc | PD | 491 | $203,610 | 0.12% |
| 27 | Five9 Inc | FIVN | 350 | $121,375 | 0.07% |
| 28 | Clearwater Analytics Holdings Inc | CWAN | 226 | $29,445 | 0.02% |
| 29 | Churchill Downs Inc | CHDN | 50 | $26,250 | 0.01% |
| 30 | Ziff Davis Inc | ZD | 100 | $17,500 | 0.01% |